Writing on the Wall : Bearish on the Housing Finance Companies

We are Bearish👎 on Housing Finance Companies due to Net Interest Income (NIM) to fall by  ~2/3 %  & AUM by ~13-15% in next years. However HFCs which have exposures on loan ticket size of 25Lacs will be less affected & those having Cross-Selling products arrangements will grow in the coming days.We   Prefer 1. HDFC . DHFL
You can reach the author at +91 880 2230 836 or e-Mail : mail@niftynext.com

Apex Frozen Foods Ltd ( APEX )-A Multi Bagger, Buy/Sell/Hold, Growth Prospects and Recommendation, News and Results, Target Price and Analysis, Views and Outlook, Hot Stocks/Picks, Financial Analysis & Valuations

APEX  closes at ₹ 770.85   with  a  Gain     of   +5.0  %   on    13 Dec 2017   with formation of  a  Long Green Candle Candle     on Daily  Price Chart.  Technically  ,   APEX has entering into a Long Term Bullish Trend. Major Momentum Indicators are   showing Strength on Daily Price Chart. Our NNI index has also turned Positive.
Currently the Stock is Trading at a ~ 370  % premium  & has the Potential of 2X  multibagger.

We are expecting:

1Y Forward Revenue Growth : 39.57

1Y Forward EBITDA Growth : 111.4

1Y Forward EPS Growth : 71.83

Forward PE Ratio : 39.73

1Y Fwd Op. Cash Flow Growth : 150.83

PE Premium vs Sector : 35.44

 About the Company – Packaged Foods & Meats (  http://apexfrozenfoods.in  )

Financials : https://pkamc-my.sharepoint.com/personal/niftynext_myoffice365_site/_layouts/15/guestaccess.aspx?docid=0bf366466299c47e589f85717a9519a7e&authkey=AWDd65_JXnR05yydBErkGNc&e=7a99447598dc4bc3a25b4e74303d520a 

We  Recommend to   BUY /    Accumulate    APEX  at   Lower Levels   

Super Investor ( If  any ) : No

Mutual Funds House Invested: Yes    (  Number of MF invested - 3 )

Mutual Funds holding :  10.10 %

FII/FPI holding : 0.66 %

Rating Agencies View on the Sector:  Positive

Trend of the  Sector  – Positive

Target: ₹  1849

Stop Loss  : ₹  578

Time Frame  : 12-24  Months

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NIFTY NEXT - Valuations of Paper Stocks

We have Scanned the Financial  Database of   Paper Stocks ( Nse Traded ) with Forward Earnings Estimates  . Kindly note that Share Price are taken as on 11 Dec 2017.

 Link : https://pkamc-my.sharepoint.com/personal/niftynext_myoffice365_site/_layouts/15/guestaccess.aspx?docid=02d6366fc127a499488e2f1dea17cc54b&authkey=AUzK2RwG92ATPBu-rn_gY84&e=e4ea7bf6871e4bdc92f021cde19ef053

You can reach the author at +91 880 2230 836 or e-Mail : mail@niftynext.com

Nifty Next- Multibaggers Below Rs.200

We have Scanned Financials Database of BSE Traded stocks  for Finding Multibaggers below Rs. 200 following the 22nd Annual Wealth Creation Study (2012-2017) of Motilal Oswal . Kindly note that Share Price are taken as on 01. Dec 2017.
Link : https://pkamc-my.sharepoint.com/personal/niftynext_myoffice365_site/_layouts/15/guestaccess.aspx?docid=09a1f5c703d30496c9a591957e8002d08&authkey=AYt3j4QFAW63znL_jP3iT-E&e=96fa32260c4f449d91d5953896e71e97
You can reach the author at +91 880 2230 836 or e-Mail : mail@niftynext.com